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Premier SMA

Our Premier Separately Managed Account (SMA) is a customized, managed investment account built specifically for your needs.

Premiere SMA

Your Premier SMA allows you to enjoy the benefits of:

  • A personalized investment strategy
  • Freedom from day-to-day management decisions
  • Better control of your entire investment portfolio
  • Tax management of your investments
  • Customized performance reporting

The freedom to customize your account, combined with Alerus Financial’s superior service and low-cost structure, makes the Premier SMA a total investment solution for the serious investor.

If you want the luxury of one investment account completely customized to meet your personal needs and versatile enough to complement investments held elsewhere, you need a total investment solution. You need an Alerus Premier SMA.


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Investment Products: >Not FDIC insured >No Bank Guarantee >May Lose Value